Comments
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KFThanks for sharing, amazing insights!
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SNThis guy is brilliant!
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TWNow THAT was a presentation.
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FTHe certainly knows his FX and then some, absolutely impressive presentation.
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ACThe great equity crash of ~24-Aug should have led to many leveraged positions being stopped out. How would that affect the "Ammo Index"? Would it make the bull market stronger?
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SJConcise, accurate and a lesson in world economics. Perfectly timed. I will be seeking out more of this presenter. Thank you one and all. I only joined recently and it has been a great investment!
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GJOne of best contributors to RV. One of his videos makes the annual subscription pay for itself.
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SBExcellent video!
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WENot to put a fine point on it but WOW! Great presentation; I say the FED passes on Sept hike; any agreement.
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TSI look at these charts and think the USD strength is close to having run its course, and at a possible turning point. OK, many variables discussed lag that, but I'm looking through to the other side.
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SKGreat presentation! The graphs added a lot of color to the thesis. Looking forward to more from Julian!
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HSvery very good. Just one thing: At the end, the Ammo Index concerning the US equity market needs some elaboration. What is actually in it? F.e. margin debt and mutual fund cash levels or s.th. else?
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JABrilliant! Very clear, logical and to the point. Thanks RTV and MI2
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LSWhat really is so shocking about this is the fact that the dollar influences the lives of so many people on the planet but virtually nobody is aware of this. Incredible and frightening.
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WMGreat technical presentation and convincing delivery. Renminbi devaluation very timely although US$ holding as of 8/15. Thanks a lot folks.
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MHThanks Julian and Raoul! From Spain.
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TS@ MARDAN You can consider buying some cheap out of the money USDCNH call options via the likes of SaxoBank. Not sure there is a direct volatility index for this cross. Too esoteric.
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MADoes anyone know how to play the Dollar / Renminbi Volatility trade?
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MMSuperb. An incredibly articulate guy with lots of charts to back up his presentation. Must watch -- one of my favourites so far.
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DdWhat I love in Julian's narrative is the extremely solid data/graphs backing him up. I'm looking forward to seeing the aftermath over emerging market debt!
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AEJust reiterates what Raoul said in his "Unintended Consequences" sets! But Raoul called the dollar climb nearly a year ago...I've said it before...wish I had a few mil to talk to Mr. Pal 1 on 1...
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TMHis timing was perfect. It just sucks that I live in South Africa, hope we pull through!
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TJInvaluable to hear Julian's thoughts and priceless insights again!
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LKI had to watch this video 4 times. Many complex cause and effect relationships Thought provoking. I love his signoff, he says there is likely a US equities crash, and have a NICE Day! LOL.
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KSIf the price insensitive SWFs are turning from net buyers of US govt debt to net sellers, the Fed will have to come back to the QE table. That doesn't go well with the dollar bullishness story.
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MRWe need Mark Hart part 2 ASAP! He was spot on re RMB deval.
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PSThis presentation clearly explains the weakness in commodity prices. Strong dollar, weak commodity. Since this was recorded the renminbi has been allowed to float. The results could be interesting!
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DHAbsolutely excellent. Will watch again.. Puts me into deep thought about how the wisdom herein is gained and how to keep learning myself. Thank to all for this top quality presentation. Am v impressed
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AFClear and informative. Seems so simple when explained well; and great use of graphs esp the 3 long term USD bull phases, and the MSCI graph (incl QE effect). Thanks
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dbDisappointing that there was no mention of Au or Ag but since most modern economist don't believe in Exter's Pyramid this is what you get. But my guess is that gold and silver will have their day.
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SBExcellent. Please come back on RealVisionTV again soon. Thank you.
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TLVery informative!
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KALoved the presentation --and part of the value of RV are the comments from others who watch the videos. I go back to earlier videos just to read the comments that have been added. Great learnings.
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THWisdom & knowledge overflow!
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ATHow timely was this!
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PJThe promise of Realvision from 12 months ago is again shown by the quality of thinking displayed in this video! Thanks Raoul and Grant, you are both due a very large drink!!
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GTI wonder if RV have any Central Banks as clients. How about it ? Thumbs up if they do, Thumbs down if they don't.
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RPOutstanding. Clear, Concise. It's all about the dollar. The RMB deval call was perfect, it happened during the 2 day editing process!